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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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CMS Energy
(NY:
CMS
)
70.42
+0.49 (+0.70%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
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November 22, 2021
If you're building a nest egg, then you really need to include some solid dividend stocks for durability and solid, steady growth.
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Will Chart Analysts Notice Bad Omen on CMS Energy's Chart
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November 15, 2021
If history is any guide, there may be trouble ahead for shares of CMS Energy (NYSE:CMS). A so-called "death cross" has formed on its chart and, not surprisingly, this...
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CMS Energy Corp (CMS) Q3 2021 Earnings Call Transcript
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October 28, 2021
CMS earnings call for the period ending September 30, 2021.
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Expert Ratings For CMS Energy
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September 20, 2021
Over the past 3 months, 5 analysts have published their opinion on CMS Energy (NYSE:
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Expert Ratings For CMS Energy
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August 31, 2021
Analysts have provided the following ratings for CMS Energy (NYSE:CMS) within...
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Analyst Ratings For CMS Energy
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August 21, 2021
CMS Energy (NYSE:CMS) has observed the following analyst rat...
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What 8 Analyst Ratings Have To Say About CMS Energy
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August 19, 2021
Within the last quarter, CMS Energy (NYSE:CMS) has observed the following ana...
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July 31, 2021
There are several well-known large cap stocks going ex-dividend next week.
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CMS Energy Corp (CMS) Q2 2021 Earnings Call Transcript
↗
July 29, 2021
CMS earnings call for the period ending June 30, 2021.
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Topics
Earnings
Benzinga's Top Ratings Upgrades, Downgrades For July 20, 2021
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July 20, 2021
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National Grid Renewables' Operating 40 Mw Michigan Solar Portfolio Constructed by Michigan Workers, Will Provide Millions in Economic Benefit
June 10, 2021
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Via
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Topics
Emissions
Energy
Expert Ratings for CMS Energy
↗
June 09, 2021
Analysts have provided the following ratings for CMS Energy (NYSE:CMS) within the last quarter: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 1 0 1 0...
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Benzinga
CMS Energy Corp (CMS) Q1 2021 Earnings Call Transcript
↗
April 29, 2021
CMS earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
ROCE Insights For CMS Energy
↗
April 12, 2021
CMS Energy (NYSE:CMS) posted a 4.61% decrease in earnings from Q3. Sales, however, increased by 14.16% over the previous quarter to $1.80 billion. Despite the increase in sales...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 12, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For April 7, 2021
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April 07, 2021
Upgrades According to Janney Capital, the prior rating for Texas Capital Bancshares Inc (NASDAQ:TCBI) was changed from Neutral to Buy. Texas Capital Bancshares earned $1....
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